Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
The funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more, counting each target-date vintage; shown as 25 lines, holding $88.2M of the plan's $88.6M. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $30.4M | 34.5% |
| Par or Maturity Value Mutual Funds Fidelity Investments Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $14.3M | 16.2% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $10.1M | 11.5% |
| Fidelity Select Software and Computer Services Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $4.6M | 5.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.8M | 4.3% |
| Fidelity Emerging Markets Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.4M | 2.8% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.2M | 2.5% |
| Vanguard Energy Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 2.4% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.9M | 2.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 2.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
15 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 Advisory (Plan) | $21,666 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 Loan Processing | -$53,872 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed February 26, 2019.
Street address, email and phone are on Pro. Pro shows the plan administrator's address, email and phone. Free for 7 days, then $49 a month.
4 contacts
11 filings · 2015 to 2025